Currency conversion

We run our business in several markets across the world. 

Two things that are REALLY important to us:

1. We need to be able to "lock" a local currency in dashboards, reports, lists, etc. When a corporate officers goes into a market to look at opportunities, dashboards and reports, he needs to see the local value, not have his own user settings overrule the local currency. 


2. We need Insightly to convert values into different currencies, so we can create corporate reports and dashboards that makes sense. When looking at all our opportunities across the world, I want to see the total converted value, not GBP mixed with CAD or NOK. That makes the numbers useless as an overview. 

What does it take for you to implement this?



1 comment
  • Hi Stian,

    I believe this can be implemented using different custom fields for the value of the local currency and your currency, which would both be constantly updated via the API based on the current exchange rates. Then you need to reformat your reports to pull your currency.

    Thank you,

    Micah Feldkamp

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